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Icahn has misrepresented the manner in which we negotiated with Microsoft and Microsoft/Icahn, the cost and purpose of the change in control severance plan, and our Board compensation. Icahn has acted inconsistently and flip-flopped on a \"hybrid\" vs. full company acquisition. Icahn supported a Google agreement in the absence of a Microsoft proposal to acquire the whole company, and even stated publicly that the agreement we signed with Google might have some merit and seems better than the earlier Microsoft \"hybrid\" proposal. 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(1) Reuters, 'Icahn says Icahn-Google ad deal has merit,' June 16, 2008. (2) CNBC 'Fast Money' Interview, June 4, 2008. (3) Open letter to Board of Directors of Yahoo!, June 6, 2008. (4) Open letter to Yahoo! Shareholders, July 7, 2008. (5) Open letter to Yahoo! Shareholders, July 14, 2008.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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I certainly don't want to see an alternative deal with Microsoft...\" 6/6 | Icahn says \"unless any alternative transaction can insure [sic] a $33 or higher stock price...\" 7/7 | Icahn says that, if elected, his new Board would \"[i]mmediately start negotiation with Microsoft...\" 7/14 | Icahn says \"refusing the Microsoft offer for the Yahoo! search business is also another grave mistake...\"", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:29.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1276e52c-ef3e-47e9-be41-a5bf9b507107", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.68, "x": 0.02, "y": 0.06 }, "kind": "title", "text": "Icahn Slate is Not the Right Answer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:29.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "828b4fa3-d225-452e-84ce-7500ee1f4142", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0a286ada-85b2-455e-9daa-2f41fcded0d6", "evidence": "The slide explicitly lists chronological quotes to show inconsistent behavior.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:45:29.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "evidence", "title": "The slide uses arrows to indicate stock price direction and provides detailed background notes for each company investment.", "function": "cite_precedent", "rawType": "precedent_table", "block": null, "metadata": { "slideType": "precedent_table", "slideTypeCanon": { "name": "Precedent table", "slug": "precedent_table", "status": "active", "canonId": "019de52d-115e-757e-a38f-486981054171", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 4, "textChars": 430, "nDataPoints": 14, "notes": "The slide uses arrows to indicate stock price direction and provides detailed background notes for each company investment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:45:28.864+00", "seconds": 2.335, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-8266-7532-8656-991ba5b4d308/31", "deck": "/decks/019de50e-8266-7532-8656-991ba5b4d308", "deckAnchor": "/decks/019de50e-8266-7532-8656-991ba5b4d308#slide-31", "deckJson": "/decks/019de50e-8266-7532-8656-991ba5b4d308.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.8, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Consider Icahn’s public company investments that are currently pending or ended this year (1):", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:45:28.864+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9064e8b-acce-427c-93ee-ff78f86ac793", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "source-note", "text": "Source: Company public filings, news reports. 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